PDIAX Mutual Fund

PDIAX Mutual Fund

NAV$23.83
See how much of PDIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.66%
3 Months
-4.87%
6 Months
+6.09%
YTD
+9.01%
1 Year
+9.11%
3 Years (annualized)
+13.08%
5 Years (annualized)
+7.24%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDIAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.01%
Peer Avg (YTD)
+10.00%
vs Peers
-0.99%

PDIAX Mutual Fund Performance

PDIAX performance across multiple time periods: 1-month -2.66%, YTD 9.01%, 1-year 9.11%, 3-year 13.08%, 5-year 7.24%, 10-year 10.53%.

PDIAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

PDIAX vs another fund shows side-by-side returns. PDIAX alternatives are available in the Mutual Fund Screener.